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Microsoft Excel Specialist - Macros and VBA

  • Length 2 days
Course overview
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Why study this course

Spreadsheet automation is an essential skill for users who want to take their day-to-day use of Microsoft Excel to the next level.

We will teach you how to record macros, write procedures, work with functions, objects, and more. Learn how to code in Visual Basic for Excel. You will create a variety of macros, learning how to best automate repetitive tasks, create customised forms, and program solutions in Excel.

Note: Excel 2016, Excel 2019, Excel 2021, and Excel 365 are all desktop application versions of Microsoft Excel. Excel 2016, Excel 2019, and Excel 2021 are the perpetual, bought-outright, stand-alone versions of the software; Excel 365 is the subscription-based version. Anyone working with any of these versions will be able to successfully complete this course. Throughout this course you will be using the desktop app; the course does not cover use of the web/online app.

Nexacu Public Schedule

With Lumify Group's acquisition of Nexacu, we're pleased to now offer you the largest public schedule of end user applications training in Australia and New Zealand. As we move to consolidate our end user offering with Nexacu, as an interim measure you can now access the schedule of the most closely aligned courses and book, by clicking on the link below.

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What you’ll learn

At the completion of this course you should be able to:

  • Understand the Excel object model and VBA concepts

  • Work effectively with the main features of the VBA Editor window

  • Create procedures in VBA

  • Create and use variables

  • Create and work with user-defined functions in VBA

  • Write code to manipulate Excel objects

  • Use a range of common programming techniques

  • Create a custom form complete with an assortment of controls

  • Create code to drive a user form

  • Create procedures that start automatically

  • Write a variety of error handling routines


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Who is the course for?

This course is for anyone who wants to take their day-to-day use of Microsoft Excel to the next level with spreadsheet automation.


Course subjects

Recorded Macros

  • Understanding Excel Macros

  • Setting Macro Security

  • Saving a Document As Macro Enabled

  • Recording a Simple Macro

  • Running a Recorded Macro

  • Relative Cell References

  • Running a Macro with Relative References

  • Viewing a Macro

  • Editing a Macro

  • Assigning a Macro to the Toolbar

  • Running a Macro From the Toolbar

  • Assigning a Keyboard Shortcut to a Macro

  • Deleting a Macro

  • Copying a Macro

  • Tips for Developing Macros

Recorder Workshop

  • Preparing Data for an Application

  • Recording a Summation Macro

  • Recording Consolidations

  • Recording Divisional Macros

  • Testing Macros

  • Creating Objects to Run Macros

  • Assigning a Macro to an Object

Understanding Excel VBA

  • VBA Terminology

  • About Objects

  • Accessing the Excel Object Model

  • Using the Immediate Window

  • Working with Object Collections

  • Setting Property Values

  • Working with Worksheets

  • Using the Object Browser

  • Programming with the Object Browser

  • Using the VBA Editor

Starting With Excel VBA

  • Using the Project Explorer

  • Working With the Properties Window

  • Using the Work Area

  • Viewing Other Panes

  • Working With Toolbars

  • Working With a Code Module

  • Running Code From the Editor

  • Setting Breakpoints in Code

  • Stepping Through Code

Procedures

  • About Procedures

  • Creating a Command Procedure

  • Making Sense of IntelliSense

  • Using the Edit Toolbar

  • Commenting Statements

  • Indenting Code

  • Bookmarking in Procedures

Using Variables

  • Understanding Variables

  • Creating and Using Variables

  • Implicit and Explicit Declarations

  • The Scope of Variables

  • Procedure Level Scoping

  • Module Level Scoping

  • Passing Variables by Reference

  • Passing Variables by Value

  • Data Types

  • Declaring Data Types

  • Using Arrays

Functions in VBA

  • Understanding Functions

  • Creating User-Defined Functions

  • Using a User-Defined Function in a Worksheet

  • Setting Function Data Types

  • Using Multiple Arguments

  • Modifying a User-Defined Function

  • Creating a Function Library

  • Referencing a Function Library

  • Importing a VBA Module

  • Using a Function in VBA Code

  • Code Glossary

The VBA Editor

  • Opening and Closing the Editor

  • Working with the Project Explorer

  • Working with the Properties

  • Window

  • Working with the Work Area

  • Working with a Code Module

  • Setting Breakpoints in the Editor

  • Stepping Through a Procedure

User-Defined Functions

  • About Functions

  • Creating Simple User-Defined Functions

  • Using User-Defined Functions

  • Using Multiple Arguments

  • Creating a Function Library

  • Modifying a Function

Using Excel Objects

  • The Application Object

  • The Workbook Objects

  • Program Testing with the Editor

  • Using Workbook Objects

  • The Worksheets Object

  • Using the Worksheets Object

  • The Range Object

  • Using Range Objects

  • Using Objects in a Procedure

  • Code Glossary

Programming Techniques

  • The MsgBox Function

  • Using MsgBox

  • InputBox Techniques

  • Using the InputBox Function

  • Using the InputBox Method

  • The IF Statement

    • Using IF for Single Conditions

    • Using IF for Multiple Conditions

  • The Select Case Statement

    • Using the Select Case Statement for Loops

  • Looping With Specified Iterations

  • The Do Loop Statement

  • Looping With Unknown Iterations

Creating Custom Forms

  • Understanding VBA Forms

  • Creating a Custom Form

  • Adding Text Boxes to a Form

  • Changing Text Box Control Properties

  • Adding Label Controls to a Form

  • Adding a Combo Box Control

  • Adding Option Buttons

  • Adding Command Buttons

  • Running a Custom Form

Programming User Forms

  • Handling Form Events

  • Initialising a Form

  • Closing a Form

  • Transferring Data From a Form

  • Running Form Procedures

  • Creating Error Checking Procedures

  • Running a Form From a Procedure

  • Running a Form From the Toolbar

Automatic Startup

  • Programming Automatic Procedures

  • Running Automatic Procedures

  • Automatically Starting a Workbook

Error Handling

  • Error Types

  • The on Error Statement

  • Creating a Simple Error Handler

  • Using the Resume Statement

  • Using Decision Structures in Error Handlers

  • Using the Err Object

  • Error Handling in Event Procedures

  • Defining Custom Errors


Prerequisites

This course assumes you're already a competent user of Microsoft Excel, including an appreciation of how to record and play back macros in Excel, and view recorded code in the VBA editor. You'll be learning to write code organically as well as modifying recorded procedures.


Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.


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